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Valeo Financial Advisors’s Honda HMC Stock Holding History

Valeo Financial Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,054
Closed -$267K – 818
2025
Q4 		$267K Sell
9,054
-888
-9% -$27K 0.01% 662
2025
Q3 		$306K Buy
9,942
+940
+10% +$30.7K 0.01% 602
2025
Q2 		$260K Buy
9,002
+301
+3% +$8.78K 0.01% 623
2025
Q1 		$236K Buy
8,701
+1,355
+18% +$38.7K 0.01% 596
2024
Q4 		$210K Sell
7,346
-953
-11% -$26.9K 0.01% 653
2024
Q3 		$263K Buy
8,299
+74
+0.9% +$2.35K 0.01% 569
2024
Q2 		$265K Buy
8,225
+18
+0.2% +$609 0.01% 536
2024
Q1 		$282K Buy
8,207
+26
+0.3% +$893 0.01% 523
2023
Q4 		$253K Buy
8,181
+6
+0.1% +$189 0.01% 543
2023
Q3 		$275K Buy
8,175
+11
+0.1% +$354 0.01% 480
2023
Q2 		$247K Sell
8,164
-25
-0.3% -$706 0.01% 478
2023
Q1 		$217K Buy
+8,189
New +$206K 0.01% 527
2021
Q2 		– Sell
-428
Closed -$13K – 1075
2021
Q1 		$13K Sell
428
-216
-34% -$6.21K ﹤0.01% 1291
2020
Q4 		$18K Sell
644
-118
-15% -$3.19K ﹤0.01% 1048
2020
Q3 		$18K Buy
762
+92
+14% +$2.33K ﹤0.01% 939
2020
Q2 		$17K Buy
670
+194
+41% +$4.71K ﹤0.01% 1113
2020
Q1 		$11K Buy
476
+158
+50% +$4.04K ﹤0.01% 1061
2019
Q4 		$9K Hold
318
– – ﹤0.01% 1136
2019
Q3 		$8K Buy
318
+167
+111% +$4.21K ﹤0.01% 1081
2019
Q2 		$4K Buy
151
+50
+50% +$1.33K ﹤0.01% 1270
2019
Q1 		$3K Sell
101
-109
-52% -$3.06K ﹤0.01% 1287
2018
Q4 		$6K Sell
210
-327
-61% -$9.05K ﹤0.01% 1016
2018
Q3 		$15K Buy
537
+92
+21% +$2.74K ﹤0.01% 853
2018
Q2 		$13K Buy
445
+40
+10% +$1.32K ﹤0.01% 880
2018
Q1 		$14K Buy
405
+6
+2% +$212 ﹤0.01% 833
2017
Q4 		$14K Buy
399
+205
+106% +$6.63K ﹤0.01% 755
2017
Q3 		$6K Buy
+194
New +$5.47K ﹤0.01% 826

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's HMC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Honda (HMC) in Q1 2026, closing a stake of 9,054 shares — an estimated $267K sold.

Valeo Financial Advisors first reported a position in HMC in Q3 2017 and held it in 27 quarters. The position peaked at $306K in Q3 2025. 363 funds tracked by Wall St. Rank hold HMC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Honda position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,054 Honda shares in Q1 2026, an estimated $267K.
  • Valeo Financial Advisors first reported a position in Honda in Q3 2017 and held it in 27 quarters.
  • Valeo Financial Advisors's Honda position peaked at $306K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Honda as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.